What do the sample descriptions do for you and your organization? Sample descriptions save you time!

• Use a sample description as a “cheat-sheet” to move the process along.
• Your financial institution may have a need for a good description program and good descriptions for nonexempt and exempt jobs, but does not have the time, budget or people power to start a program from scratch. If the description format meets your organization’s needs and sample descriptions match existing jobs, you can use the descriptions to help establish an effective and efficient description program for your organization.

Tailored Description Services

Mr. Embley can tailor description services to meet your specific needs. He can format and write descriptions or he can develop and implement a description program for your organization.

What is the origin of each sample description?

Each description was written under contract for a specific financial institution. Most descriptions were written for community banks. The banks ranged in asset size from just under $100 million to just under $2.5 billion.

When were the descriptions written?

The descriptions were written for specific clients beginning in 1993 and continue to the present.

What is the format of the descriptions?

Specific human resource management as well as the organizational needs of each client determined the content and format of the actual descriptions. However, a standard content and format was created for all of the sample descriptions. The human resource management and organizational needs met by the sample descriptions include:

• The organization’s strategic plan (Mission Statement section).
• Recruiting and selection programs (Purpose Statement, the Specific Education, Experience and Skill Requirements, and the Preferred Requirements sections).
• Base pay/compensation programs (Compensable Factor Statements).
• Performance management programs (Essential Duty & Principal Accountability Statements sections).
• Safeguards (ADA – Reasonable Accommodation, and Disclaimer Statements).

The standard format for nonexempt descriptions is as follows:

• Administrative Statements
• Mission Statement
• Purpose Statement
• Essential Duty Statements
• Compensable Factor Statements
  • Supervision
  • Contacts
  • Responsibility and Decision-Making Authority
  • Freedom to Act – Initiative & Creativity Statements
  • Problem Solving – Challenges
• Specific Education, Experience and Skill Requirements
• Preferred Requirements
• ADA – Reasonable Accommodation Statements
  • Minimum Cogitative
  • Minimum Physical
• Disclaimer Statements

See a sample nonexempt description. The sample description is for a Marketing Secretary. (.wpd) (.doc)

(Click here to view a complete list of nonexempt descriptions.)

The standard format for exempt descriptions is as follows.

• Administrative Statements
• Mission Statement
• Purpose Statement
• Principle Accountability Statements
• Compensable Factor Statements
  • Supervision
  • Contacts
  • Responsibility and Decision-Making Authority
  • Freedom to Act – Initiative & Creativity Statements
  • Problem Solving – Challenges
• Specific Education, Experience and Skill Requirements
• Preferred Requirements
• ADA – Reasonable Accommodation Statements
  • Minimum Cogitative
  • Minimum Physical
• Disclaimer Statements

See a sample exempt description. The sample description is for a Marketing Coordinator. (.wpd) (.doc)

(Click here to view a complete list of exempt descriptions.)

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